Aquire Wealth Advisors, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 10, 2026), Aquire Wealth Advisors, LLC reported 48 stock positions worth $380.2 million. Its top holding was Dimensional US Core Equity M (DFAU) at 40.6% of the portfolio, followed by Dimensional International (DFAI, 12.5%) and SS SPDR P S&P 1500 Comp ETF (SPTM, 10.1%). Compared with Q4 2025, it opened 3 new positions, sold out of 3, added to 20 and reduced 19. The biggest buy was Dimensional Emerging Core Eq (DFAE, shares +1%) and the biggest sale SS SPDR P S&P 1500 Comp ETF (SPTM, shares −6%).
- Most Recent 13F
- Q2 2026
- Location
- Salt Lake City, UT
- CIK
- 0001745945
- Portfolio Value
- $380.2M (Q1 2026)
- SEC Filing
- 0001172661-26-001464 ↗ filed Apr 10, 2026
Holdings Value
Holdings 48 stocks · $380.2M
| DFAU Dimensional US Core Equity M | 40.56% | 3,418,428 | $154.2M | Add +3.1% |
| DFAI Dimensional International Co. | 12.50% | 1,219,756 | $47.5M | Add +1.0% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 10.11% | 485,989 | $38.4M | Reduce -6.1% |
| DFAE Dimensional Emerging Core Eq | 9.74% | 1,093,683 | $37.0M | Add +1.1% |
| AGG iShares Core U.S. Aggregate | 3.74% | 143,135 | $14.2M | Reduce -0.3% |
| SPDW Ste STR SPDR PT DW Eu ETF | 3.27% | 272,766 | $12.5M | Reduce -5.4% |
| MUB iShares National Muni Bond E | 2.90% | 103,929 | $11.0M | Reduce -1.5% |
| SPEM State Street SP PTF Em ETF | 2.49% | 202,211 | $9.5M | Reduce -5.8% |
| SPIB SS SPDR P Int C Corp. ETF | 1.64% | 186,180 | $6.2M | Reduce -1.4% |
| SPIP SS SPDR P Tips ETF | 1.56% | 228,137 | $5.9M | Reduce -3.0% |
| TFLO iShares Treasury Floating Ra | 1.49% | 111,810 | $5.7M | Add +59.7% |
| IWV iShares Russell 3000 ETF | 1.31% | 13,398 | $5.0M | Reduce -0.0% |
| TFI SS SPDR N Ice Muni Bond ETF | 0.88% | 74,097 | $3.4M | Reduce -17.4% |
| SPAB SS SPDR P Agg Bond ETF | 0.69% | 102,618 | $2.6M | Reduce -5.6% |
| VEA Vanguard Ftse Developed ETF | 0.65% | 38,375 | $2.5M | Reduce -4.2% |
| DFAC Dimensional US Core Equity 2 | 0.58% | 57,169 | $2.2M | No change |
| VTI VG Morningstar TS MKT ETF-US | 0.56% | 6,584 | $2.1M | Reduce -4.2% |
| NVDA Nvidia Corp. | 0.42% | 9,057 | $1.6M | Add +13.6% |
| VONG Vanguard Russell 1000 Growth | 0.40% | 13,965 | $1.5M | No change |
| VNQ Vanguard Real Estate ETF | 0.39% | 16,600 | $1.5M | Reduce -14.7% |
| SHM SS SPDR N Ice St Muni ETF | 0.36% | 28,435 | $1.4M | Reduce -27.9% |
| DFAX Dimensional World Ex US Core | 0.32% | 35,802 | $1.2M | Reduce -49.8% |
| AAPL Apple Inc. | 0.31% | 4,700 | $1.2M | Add +19.1% |
| VOO Vanguard S&P 500 ETF | 0.25% | 1,571 | $939K | Add +0.9% |
| ITM Vaneck Intermediate Muni ETF | 0.24% | 19,314 | $897K | Add +0.1% |
| VWO Vanguard Ftse Emerging Marke | 0.23% | 16,299 | $881K | Reduce -4.8% |
| COST Costco Wholesale Corp. | 0.22% | 826 | $823K | New |
| TSLA Tesla Inc. | 0.20% | 2,030 | $755K | Add +10.2% |
| AMZN Amazon.com Inc. | 0.18% | 3,300 | $687K | Add +14.1% |
| GOOGL Alphabet Inc. Class A | 0.18% | 2,320 | $667K | Add +13.7% |
| GLD SPDR Gold Shares | 0.17% | 1,505 | $648K | No change |
| SCHB Schwab US Broad Market ETF | 0.15% | 23,143 | $581K | Add +1.1% |
| AOA iShares Core 80/20 Aggressiv | 0.12% | 5,315 | $470K | Add +2.4% |
| MSFT Microsoft Corp. | 0.11% | 1,128 | $418K | Add +47.8% |
| RWO State Street SPDR Dow Jones | 0.10% | 8,174 | $374K | Reduce -13.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.10% | 556 | $362K | Add +1.5% |
| APH Amphenol Corp. Class A | 0.09% | 2,686 | $339K | Reduce -3.7% |
| NFLX Netflix Inc. | 0.09% | 3,446 | $331K | Add +9.8% |
| XOM Exxon Mobil Corp. | 0.08% | 1,897 | $322K | New |
| AOR iShares Core 60/40 Balanced | 0.08% | 4,843 | $312K | Add +2.9% |
| META Meta Platforms Inc. Class A | 0.08% | 544 | $311K | Add +17.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.08% | 598 | $287K | Add +9.5% |
| SCHF Schwab Intl Equity ETF | 0.07% | 11,413 | $282K | No change |
| MDY State Street SPDR S&P Midcap | 0.07% | 444 | $274K | No change |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.06% | 1,125 | $244K | Reduce -0.7% |
| AHR American Healthcare REIT Inc. | 0.06% | 5,147 | $243K | No change |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.06% | 2,192 | $239K | Add +0.5% |
| GOOG Alphabet Inc. Class C | 0.06% | 732 | $210K | New |
Options reported separately and not counted above: SPY calls ($325K).
Portfolio Sells Q4 2025 → Q1 2026
| SPTM SS SPDR P S&P 1500 Comp ETF | Reduce -6.1% | 10.11% | −1.00 |
| DFAX Dimensional World Ex US Core | Reduce -49.8% | 0.32% | −0.29 |
| TFI SS SPDR N Ice Muni Bond ETF | Reduce -17.4% | 0.88% | −0.18 |
| SHM SS SPDR N Ice St Muni ETF | Reduce -27.9% | 0.36% | −0.13 |
| SPEM State Street SP PTF Em ETF | Reduce -5.8% | 2.49% | −0.12 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Sold out | 0.00% | −0.09 |
| VNQ Vanguard Real Estate ETF | Reduce -14.7% | 0.39% | −0.06 |
| SPDW Ste STR SPDR PT DW Eu ETF | Reduce -5.4% | 3.27% | −0.06 |
| AOM iShares Core 40/60 Moderate | Sold out | 0.00% | −0.05 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -4.2% | 0.56% | −0.04 |
| IWV iShares Russell 3000 ETF | Reduce -0.0% | 1.31% | −0.04 |
| MUB iShares National Muni Bond E | Reduce -1.5% | 2.90% | −0.04 |
| SPAB SS SPDR P Agg Bond ETF | Reduce -5.6% | 0.69% | −0.04 |
| ANGX Angel Studios Inc. | Sold out | 0.00% | −0.03 |
| SPIP SS SPDR P Tips ETF | Reduce -3.0% | 1.56% | −0.03 |
| SPIB SS SPDR P Int C Corp. ETF | Reduce -1.4% | 1.64% | −0.02 |
| RWO State Street SPDR Dow Jones | Reduce -13.0% | 0.10% | −0.01 |
| APH Amphenol Corp. Class A | Reduce -3.7% | 0.09% | −0.01 |
| VWO Vanguard Ftse Emerging Marke | Reduce -4.8% | 0.23% | −0.01 |
| VEA Vanguard Ftse Developed ETF | Reduce -4.2% | 0.65% | −0.00 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -0.7% | 0.06% | +0.00 |
| AGG iShares Core U.S. Aggregate | Reduce -0.3% | 3.74% | +0.01 |
Portfolio Buys Q4 2025 → Q1 2026
| DFAE Dimensional Emerging Core Eq | Add +1.1% | 9.74% | +0.57 |
| TFLO iShares Treasury Floating Ra | Add +59.7% | 1.49% | +0.57 |
| DFAI Dimensional International Co. | Add +1.0% | 12.50% | +0.52 |
| COST Costco Wholesale Corp. | New | 0.22% | +0.22 |
| DFAU Dimensional US Core Equity M | Add +3.1% | 40.56% | +0.18 |
| XOM Exxon Mobil Corp. | New | 0.08% | +0.08 |
| GOOG Alphabet Inc. Class C | New | 0.06% | +0.06 |
| AAPL Apple Inc. | Add +19.1% | 0.31% | +0.03 |
| NVDA Nvidia Corp. | Add +13.6% | 0.42% | +0.03 |
| MSFT Microsoft Corp. | Add +47.8% | 0.11% | +0.01 |
| NFLX Netflix Inc. | Add +9.8% | 0.09% | +0.01 |
| GOOGL Alphabet Inc. Class A | Add +13.7% | 0.18% | +0.01 |
| AMZN Amazon.com Inc. | Add +14.1% | 0.18% | +0.01 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +9.5% | 0.08% | +0.00 |
| AOA iShares Core 80/20 Aggressiv | Add +2.4% | 0.12% | +0.00 |
| META Meta Platforms Inc. Class A | Add +17.8% | 0.08% | +0.00 |
| AOR iShares Core 60/40 Balanced | Add +2.9% | 0.08% | +0.00 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Add +0.5% | 0.06% | +0.00 |
| ITM Vaneck Intermediate Muni ETF | Add +0.1% | 0.24% | −0.00 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +1.5% | 0.10% | −0.00 |
| SCHB Schwab US Broad Market ETF | Add +1.1% | 0.15% | −0.00 |
| VOO Vanguard S&P 500 ETF | Add +0.9% | 0.25% | −0.01 |
| TSLA Tesla Inc. | Add +10.2% | 0.20% | −0.02 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 53 | $436.0M | DFAU, DFAI, DFAE, SPTM, SPDW |
| Q1 2026 | 48 | $380.2M | DFAU, DFAI, SPTM, DFAE, AGG |
| Q4 2025 | 48 | $384.3M | DFAU, DFAI, SPTM, DFAE, AGG |
| Q3 2025 | 49 | $406.0M | DFAU, DFAI, SPTM, DFAE, AGG |
| Q2 2025 | 46 | $372.1M | DFAU, SPTM, DFAI, DFAE, AGG |
| Q1 2025 | 48 | $324.9M | DFAU, DFAI, DFAE, SPTM, AGG |
| Q4 2024 | 50 | $322.9M | DFAU, DFAI, DFAE, SPTM, AGG |
| Q3 2024 | 46 | $318.6M | DFAU, DFAI, DFAE, SPTM, AGG |
| Q2 2024 | 43 | $297.7M | DFAU, DFAI, DFAE, SPTM, AGG |
| Q1 2024 | 46 | $286.1M | DFAU, DFAI, DFAE, SPTM, AGG |